Tax Preparation Automation
From Paper Piles to Digital Files
Tax preparers, meet Docubee: the automation software that's turning paper-based chaos into faster filings and happier clients one document at a time.
Fly Through Tax Filing
“We felt we had a good cultural match with the firm, and we felt very comfortable with the maturity that they had. It kind of became a no-brainer for us.”
John McGowan, CEO of HubSync
Benefits Tax Preparers Love
Simplified KBA Validation & Security
Easily validate user identity using KBA to stay on the right side of tax regulations Docubee brings compliance and security so that you can focus on crunching numbers.
Tax Prep Without the Wait
Going digital means clients get docs to you faster, and you get vital information quicker without the hassle or printing or scanning.
Clutter-Free Tax Document Handling
No more paper shuffling. Docubee brings order to tax prep chaos, ensuring every document is
Flexibility for All Your Business Needs
Docubee isn’t just for tax season. Get year-round support for other business ventures needing contract management, document generation, and secure eSignatures.
Seamless Integration with Your Tech Stack
Already use Salesforce, HubSync, or other software to run your business? Docubee API integrates with your tech stack, adding secure data collection, document generation, and eSignatures to streamline your tax prep process.
The Case for Legal Automation from Docubee
Easy Tax Document Generation
Redefine tax prep with automation — gather client data and documents, generate personalized tax documents from scratch or pre-made templates, and collect eSignatures.
Adaptable for Year-Round Use
Docubee extends beyond tax season. Use our contract automation and eSignature tools to power your other businesses after tax season.
Secure Hive for Documents
Keep client data secure with digital intake forms featuring end-to-end encryption from Docubee.
Access Tax Docs On Any Device
No more lost paperwork. Let clients upload documents and sign tax documents on the fly using their desktop, smartphone, or tablet.Secure Tax Documents with Docubee
KBA Validation
HIPAA Compliant
Encryption in Transit
eSign Act 200 Compliant
How Docubee Reinvents the Tax Wheel
Simplified Client Intake Forms
Eliminate tedious paperwork with Docubee’s digital client intake forms. Collect and store client information effortlessly, saving time and improving the customer experience.
Automated 1040 Tax Forms
Create a trouble-free process with 1040 tax preparation automation. Docubee reduces manual errors and offers a secure and compliant storage solution to share and access tax files in seconds.
Hassle-Free Invoicing
Take the hassle out of invoicing with Docubee. Generate, send, and track invoices for your services, improving your cash flow and client relationships.
Effortlessly Sync with CRMs
Say goodbye to disjointed systems and hello to a cohesive, efficient client management experience. Docubee uses Zapier to sync with popular insurance CRMs like Salesforce, HubSpot, and many others.
Frequently Asked Questions
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What is tax automation?
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How does automated tax preparation work?
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What can you automate on taxes?
